BPKSCLD@EC2610A

GF Securities Maintains Buy Rating on Kingsoft Cloud Holdings Limited

AI Demand Growth Helps Cloud Vendors Reverse Losses

Jefferies Analyst Reiterates Buy Rating on 金山云

CICC Maintains Buy Rating on 金山云 with Target Price of HKD 10.40

Citi Raises Revenue Forecast for 金山云 to Breakeven in 2026

CLSA Raises Revenue Forecast and Target Price for 金山云

Kingsoft Cloud Reports Q4 2025 Earnings: Smart Cloud Revenue Up 95%, Ecological Cooperation Continues to Deepen

Kingsoft Cloud Announces FY2025 Loss Narrows to RMB 936 Million

Kingsoft Cloud Reports Q4 Revenue of 2.76 Billion RMB

Kingsoft Cloud (Hainan Yangpu) Information Technology Co., Ltd. Increases Registered Capital to $700 Million

KINGSOFT CLOUD released FY2025 earnings on March 25 Pre-Market (BJT), actual revenue HKD 10.45 B (forecast HKD 10.55 B), actual EPS HKD -0.2491 (forecast HKD -0.2859)

Kingsoft Cloud released FY2025 Q4 earnings on March 25 Pre-Market (BJT), actual revenue HKD 3.071 B (forecast HKD 3.045 B), actual EPS HKD -0.0392 (forecast HKD -0.0717)

Kingsoft Cloud to Release FY2025 Q4 Earnings on March 25 Pre-Market (BJT), Forecast Revenue HKD 3.078 B, EPS HKD -0.0718

XY Capital Significantly Reduced Holdings in 金山云

Kingsoft Cloud Acquires 20% Equity in Netsee Technology

Kingsoft Cloud's affiliate and Star Han Zhilian acquire equity in target company from Xunlei

BofA Securities: Chinese AI Industry Progress Boosts Data Center Demand

Qingyang Yunjie Instant Link Technology Co., Ltd. Increases Registered Capital to 505.6 Million

Goldman Sachs Upgrades Jinshan Cloud Rating and Revenue Forecast

Penserra and JPMorgan Increased Holdings in 金山云's ADR

JOY SPREADER

DEEPEXI TECH

BUTONG GROUP

CHINA PARTYTIME

ALPHA PRO HLDGS

LUEN THAI

51WORLD

TRIO IND ELEC

TOMO HOLDINGS

HATCHER GROUP

03888

688111

03896

Kingsoft's subsidiary Kingsoft Office forecasts that the net profit attributable to the parent company in the first quarter will increase by 401.9%-472.8%, expected to be between RMB 2.022 billion and RMB 2.307 billion. Operating revenue is expected to grow by 20.2%-27.7%, between RMB 1.565 billion and RMB 1.662 billion. Some external investment fund projects have brought significant investment returns, driving the overall net profit growth. Excluding related investment income, the net profit attributable to the parent company is expected to be between RMB 487 million and RMB 544 million, an increase of 21%-35.2%

AASTOCKS

KINGSOFT

Kingsoft Office

Kingsoft Cloud

KINGSOFT CLOUD

Kingsoft's subsidiary Kingsoft Office forecasts a 4 to 4.7 times increase in profit for the first quarter

Beijing Kingsoft Office Software sees Q1 net profit up 401.9-472.8% Y/Y

marketscreener

Beijing Kingsoft Office Software sees Q1 net profit up 401.9-472.8% Y/Y

01211

09888

KPDD

The Nasdaq Golden Dragon China Index initially closed down 1.3%. Among popular Chinese concept stocks, Nio fell 4.8%, Baidu fell 4.6%, JinkoSolar fell 3.9%, BYD fell 3.4%, Pony.ai fell 3.3%, and PDD fell 3%. Kingsoft Cloud rose 1.5%, and Alibaba rose 1.8%. In terms of ETFs, KWEB fell 1.1%, and CQQQ fell 0.9%

Wallstreetcn

BYD COMPANY

BIDU-SW

PONY-W

Alibaba

BYD Company

BABA-W

KraneShares 2x Long PDD Daily ETF

Krne Csi China Internet

GraniteShares 2x Long PDD Daily ETF

Kingsoft Cloud Reports Stable Share Capital and Public Float in March 2026 Hong Kong Filing

Tip Ranks

Kingsoft Cloud Reports Stable Share Capital and Public Float in March 2026 Hong Kong Filing

.HXC

09626

TCEHY

TCTZF

KBAB

512380

The Nasdaq Golden Dragon China Index initially closed up 3.1%. Among popular Chinese stocks, Pony.ai rose 10.7%, Meituan rose over 9%, Kingsoft Cloud and Tiger Brokers rose over 7%. Atour, GDS, and Bilibili rose over 5%, Alibaba rose 4.6%, WeRide, NIO, Xiaomi, and Pinduoduo rose over 4%, Tencent rose 3.7%. In terms of ETFs, CHAU rose 7.7%, EMXC rose 5.9%, CQQQ rose 5.8%, ASHS rose 5.7%, KWEB rose 3.74%

NASDAQ Golden Dragon China Index

BILIBILI-W

MEITUAN

GDS-SW

Tencent

NIO-SW

Tencent Holdings Limited

WERIDE-W

KraneShares 2x Long BABA Daily ETF

Direxion FTSE China Bull 3X

Invesco Golden Dragon China

Roundhill China Dragons ETF

iShares MSCI China

Yinhua MSCI China A ETF

Invesco China Tech

Xtrk Hrvt Csi 500 Chn A S-Cp

00100

02390

Hong Kong's AI application stocks surged at market open, with Zhihurising by 14.89% and MINIMAX-Wincreasing over 8%. Other stocks like Kingsoft Cloudand Kingsoft Corporationalso saw gains.

CoinLive

MINIMAX-W

ZHIHU-W

AI TRENDS | Hong Kong AI Stocks Surge at Market Open

CLOU

Kingsoft Cloud Holdings reported improved Q4 and full-year 2025 results, with increased revenue and reduced net losses. The company announced a leadership change, with Zou Tao replacing long-time chairman Lei Jun, and proposed governance updates for virtual shareholder meetings. Despite the positive earnings, concerns about margin pressure and high capital needs persist. Analysts project significant revenue growth and earnings recovery by 2028, but opinions vary on the stock's future value, highlighting the need for careful investment consideration.

Simplywall

Global X Cloud Computing ETF

How Earnings Gains and Board Shake-Up At Kingsoft Cloud (KC) Has Changed Its Investment Story

Kingsoft (SEHK:3888) has experienced a 2.6% decline in share price recently, with a total shareholder return drop of 40% over the past year. Despite reporting HK$9,682.881m in revenue and HK$2,004.388m in net income, the stock is considered undervalued with a fair value estimate of HK$40.66. The ongoing shift to remote work is expected to enhance the adoption of Kingsoft's AI products. However, the current P/E ratio suggests the market may be pricing in growth assumptions that could soften. Investors are advised to consider broader opportunities beyond Kingsoft.

Reassessing Kingsoft (SEHK:3888) Valuation After A Steady Slide In Share Price

SRVR

DTCR

IDGT

GF Securities analyst maintained a Buy rating on Kingsoft Cloud Holdings Ltd yesterday and set a price target of HK$10.86.End of Quarter Sale - 50% Off TipRanksUnlock hedge fund-level data and powerful investing tools for smarter, sharper decisions Discover top-performing stock ideas and upgrade to a portfolio of market leaders with Smart Investor Picks Currently, the analyst consensus on Kingsoft Cloud Holdings Ltd is a Strong Buy with an average price target of HK$10.31.

Pacer Data & Infrastructure Real Estate ETF

Global X Data Center & Dgtl Infrs ETF

iShares US Digital Infrastructure and Real Estate ETF

Kingsoft Cloud Holdings Ltd (3896): New Buy Recommendation for This Technology Giant

BABX

02513

Most Hong Kong-listed OpenClaw concept stocks declined, with Zhipufalling over 15%, MINIMAX-Wfalling over 9%, Kingsoft Cloudand Xiaomi Groupfalling over 3%, and Alibabaand Meituanfalling over 2%. (Jinshi)

BABA 2x Long Daily ETF - GraniteShares

KNOWLEDGE ATLAS

Meituan

Xiaomi Corporation

XIAOMI-W

Most Hong Kong-listed OpenClaw concept stocks fell.

KINGSOFT (3888.HK) continued its range-bound oscillation at yesterday's close, indicating that investors remain cautious. The technical indicator MACD is slightly leaning towards the bullish side, and the market shows some expectation for the stock's subsequent rise. However, the trading volume has not effectively increased, indicating that buying power is still insufficient. From a technical perspective, the 5-day moving average is gently rising, providing some short-term support, while the 10-day moving average is gradually approaching the current price, showing signs of consolidation

Technical Forecast

Morning Trend | KINGSOFT experiences range fluctuations, can it brew a breakthrough?

589520

589010

AI-driven demand growth is changing the profitability of Chinese cloud vendors. Recent financial reports from KINGSOFT CLOUD and Tencent Cloud show that cloud services have achieved profitability for the first time. Despite facing supply chain price pressures, the AI era has enhanced the bargaining power of cloud vendors. The Hwabao WP SSE STAR Artificial Intelligence ETF (588790) fell by 2.24% today, with the latest quote at 0.74 yuan, a cumulative increase of 24.67% over the past year. The SSE STAR Artificial Intelligence Index (950180) dropped by 2.25%, with constituent stocks generally declining

腾讯新闻 - 财经

Hwabao WP SSE STAR Artificial Intelligence ETF

ChinaAMC SSE STAR Artificial Intelligence ETF

AI-driven new growth cycle, cloud vendors welcome performance inflection point, Science and Technology Innovation AI ETF Bosera (588790) today adjusts and builds momentum

Jefferies analyst Thomas Chong has reaffirmed a Buy rating for Kingsoft Cloud Holdings (KC) with a price target of $19.00. Chong, a 5-star analyst, has an average return of 11.0% and a success rate of 51.02%. The consensus among analysts for Kingsoft Cloud Holdings is a Moderate Buy, with an average price target of $17.30.

Jefferies Sticks to Its Buy Rating for Kingsoft Cloud Holdings (KC)

President Trump has to do what he needs to do to protect USA interests. It's just that whatever he decides have so much ripple effects to the markets, both stock, commodities and crypto markets. I see hope and future regarding Iran's situation as President Trump is willing to be flexible in his decision-making, always preferring peace rather than all out war. So oil price will come down, gold price will stabilise and the various markets soon be more predictable.

A17U

Total asset size ranks among the top 10% of account holders
Calculated based on  your Longbridge (Singapore) A/C

Total Assets

Current rate of return reached top 90% of users
Calculated based on  your Longbridge (Singapore) A/C

Rate Of Return

bluegreen

Always remember, Trump tore up the previous Iran deal signed by Obama administration. What makes anyone think he is genuinely sincere this time? I would still be hesitant to be bullish in the meantime...

MingHwa

🇺🇸🇭🇰🇸🇬 Big moves across US, HK, SG markets. Join the chat &amp; earn Task Coins!

Robinhood

Xiaomi HK SDR 2to1

XIAOMI-WR

POP MART

POP MART HK SDR 20to1

Microsoft

Mobile-Health Network Solutions

F & N

CapLand Ascendas REIT

SATS

Circle

XL2CSOPHYNIX

KUAISHOU-W

KUAISHOU-WR

Alps Active REIT ETF

Crossamerica Partners LP

☕️ Daily Market Talk | Mar 25, 2026

Recently, I've been keeping an eye on $Rigetti Computing(RGTI.US) and $Quantum Computing(QUBT.US) again. One dropped a bit today, the other is just lukewarm. The quantum computing sector has always been quite advanced, the theme is cool enough, but how to put it... the fundamentals are still on the weak side. Occasionally, it surges up a bit and then immediately gives back the gains.To be honest, these niche tech stocks are now just for a small position to seek some excitement. Operating with a large position would really be too much for the heart to handle.Anyway, it doesn't matter to wait with a small position. If there's really a big market move and it can be hyped up, we can still compete on speed then. For now, just slowly grind it out and observe 😸

IonQ

Quantum Computing

Rigetti Computing

WiMi Hologram Cloud - Class B

He uses meeting and negotiations as decoy and stab from behind.what can be trusted ..

bendemeer

Total asset size ranks among the top 20% of account holders
Calculated based on  your Longbridge (Singapore) A/C

I personally would avoid crypto currently, there's been a clear lack of confidence in the industry lately. It's better to wait for confirmation before going back in. Circle dropping 20% is expected, it is heavily in debt... The leverage ratios are off the roof.

I am slightly skeptical about the ceasefire proposal... There are many differences to reconcile. Just like the trade deals, it may take a while before something materialise.

Trump's talk of closing the war he started is doubtful. But we can only hope for the best.

Looks like the B wave market rally I was talking about on Monday when everyone else was looking down is here. Told you not to listen too much to narratives! Now that same narrative has shifted to fit the market! This bounce looks sustainable and I expect it to stretch to April/May.

Given infamous TACO character, don’t believe the war will end in one month time. Oil price will further fluctuate badly.

During the bull-bear transition in 2020-2021, the two biggest lessons I personally learned are:1. Don't buy junk stocks, poor businesses, or bad companies during a bull market. In the early stages of a bull market, it's often these companies that surge the most. For example, in the last cycle, companies like $Kingsoft Cloud(KC.US).2. Some companies may seem decent, and it's hard to outright call them bad businesses. In such cases, refer to the second rule: No company is a must-buy. There will always be someone making more money than you, and there will always be stocks outperforming your portfolio. Take today's $SMIC(00981.HK) as an example.

SMIC

BPKSCLD@EC2610A(28074.HK)

BPKSCLD@EC2610A Stock Performance Chart

Kingsoft's subsidiary Kingsoft Office forecasts a 4 to 4.7 times increase in profit for the first quarter

Beijing Kingsoft Office Software sees Q1 net profit up 401.9-472.8% Y/Y

Kingsoft Cloud Reports Stable Share Capital and Public Float in March 2026 Hong Kong Filing